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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,968 | $102,385-78.5% | $147,080-85.1% | $80,935-72.9% |
| Participation rate | 94.6% | 75.9%+18.7pp | 82.2%+12.4pp | 67.7%+26.9pp |
| Annual return | 10.64% | 135.09%-124.4pp | 420.17%-409.5pp | 35.66%-25.0pp |
| Employer contribution / active EE | $4,036 | $3,717+8.6% | $4,933-18.2% | $2,757+46.4% |
| Participant deferral / active EE | $2,270 | $6,651-65.9% | $8,066-71.9% | $4,299-47.2% |
| Admin fee / account holder | $2,641 | $7,951-66.8% | $12,989-79.7% | $6,924-61.9% |